FB

Fulton Bank Portfolio holdings

AUM $2.71B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.55M
3
+$1.36M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.35M
5
ETR icon
Entergy
ETR
+$1.3M

Top Sells

1
+$2.48M
2
+$1.55M
3
+$1.5M
4
VOD icon
Vodafone
VOD
+$1.46M
5
MRK icon
Merck
MRK
+$1.42M

Sector Composition

1 Technology 9.44%
2 Financials 5.72%
3 Healthcare 5.22%
4 Consumer Discretionary 3.77%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$599K 0.03%
24,409
+738
227
$598K 0.03%
21,050
+1,342
228
$597K 0.03%
16,933
+1,205
229
$597K 0.03%
7,153
+1,987
230
$579K 0.03%
19,448
+786
231
$578K 0.03%
6,572
+911
232
$571K 0.03%
11,933
233
$569K 0.03%
2,226
+222
234
$568K 0.03%
2,692
+48
235
$566K 0.03%
1,466
-15
236
$563K 0.03%
5,401
+191
237
$562K 0.03%
6,111
-876
238
$562K 0.03%
2,270
+22
239
$557K 0.03%
3,664
-434
240
$545K 0.03%
5,604
+291
241
$544K 0.03%
+5,032
242
$541K 0.03%
6,542
+657
243
$527K 0.03%
+20,666
244
$520K 0.03%
2,828
+707
245
$510K 0.03%
15,664
-1,090
246
$504K 0.03%
2,515
+19
247
$504K 0.03%
3,726
+362
248
$502K 0.03%
3,106
+152
249
$499K 0.03%
1,555
-228
250
$499K 0.03%
1,446
+195
8 9
10
11 12